How do I import customers outside of a supported billing system?

If you’re not using a supported billing system or have customer data stored outside of your billing system, review the options below for importing your data into ChartMogul.

Import customer data stored outside your billing system to its own source. For example, most of your customers pay for their subscriptions with Stripe but a handful use direct debit. In this case, you’ll create two sources: one Stripe source and one custom source.

Screenshot of the Sources page showing one Stripe source and one custom source.

API

Our API enables you to programmatically integrate any billing system or database with ChartMogul.

This method is best for businesses with developer resources. To learn more, visit the Developer Hub.

Custom source

Create a custom source in ChartMogul to import data manually.

  • Manual subscriptions – Best method for businesses who have records of subscriptions instead of invoicing customers. This method is also useful for importing historical data.
  • Add data within ChartMogul – Manually add data using data tables or upload it using CSV. Best method for businesses who want a non-technical method for importing customers, invoices, and transactions.

Google Sheets

Manually import customer, invoice, and transaction data using our Google Sheets integration. Best method for businesses who use Google Workspace.

If you have any questions or need assistance, contact our support team.

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